Returning Items Purchased for but Not Used on a Job
Items that were ordered for a job on a Purchase Order and have been Received, can be returned to the supplier. This will subtract the cost of the returned items from the Job Cost calculation for the job.
The Return will generally be recorded after the parts have been returned to the supplier. The technicians returning the part should be sending a photo of the receipt they received at the counter back to the office.
The Return Type used will depend on whether or not the return is complete or not at the time you create the return.
- Auto Receive Vendor Credit- Use this return type if the items have been taken back to the supplier’s counter and an immediate credit was given.
- Return to Vendor- Select this Return Type if the items will be need to be shipped to the vendor and the items will be taken to the vendor later.
This video walkthrough will take you through the entire process.
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